Broker Check
11 Dec
The Wealth Leak Event: How to Avoid the 5 Hidden Mistakes Draining Family Wealth

Description

Event Description:

Would your family be okay if you didn’t come home tomorrow — or if a critical illness stopped you from working?

Financial Planning isn’t just about the end of life — it’s about protecting your quality of life while you’re living. Modern strategies now include additional features like tax-advantaged savings, even living benefits that give you access to funds during a major illness or disability, so you and your family don’t face financial devastation in a crisis.

On Thursday, December 11th at 6:30 PM EST, join us for the The Wealth Leak Event: How to Avoid the 5 Hidden Mistakes Draining Family Wealth. In this exclusive online event, you’ll discover:

  • How timeless solutions can provide both protection and wealth-building opportunities

  • The top 5 mistakes families make with finances — and how to avoid them

  • How living benefits give you access to funds when you need them most

  • The leeches that quietly drain families wealth (and how to fix them)

  • A simple framework to create peace of mind, protection, and prosperity for your loved ones

This is not a sales pitch — it’s a practical strategy session designed to give your family clarity, confidence, and certainty for today, tomorrow, and generations to come.


Hosted by Marc Gaillard II, RICP®, ChFC®, this workshop delivers practical, age-old wisdom & strategies that families can use immediately.


Your seat is complimentary, but space is limited. Reserve your spot today and learn how to protect your family both in life and beyond.

Date and Time

Thu, Dec 11, 2025

6:30p - 7:30p EST

Location

Provided Upon Registration

PT1H

Event Registration

Will you be able to attend this event?